
Portfolio Strategist
5 days ago
About Wealth Management
We are seeking a motivated individual to work on cutting-edge projects involving investment advisory and portfolio management.
The ideal candidate will have strong analytical skills, an eye for investment analysis and financial planning.
Key Responsibilities:
- Analyze and present market data insights for portfolio recommendations.
- Conduct fundamental and technical analysis of equities and alternative investments.
- Develop portfolio allocation strategies using AI-powered risk profiling.
- Create a portfolio allocating virtual money to buy equities, debt, ETFs, and alternative investments with near-live price feeds.
Requirements:
- Bachelor's degree in any discipline.
- Strong analytical and problem-solving skills.
- Basic knowledge of Microsoft Office.
- Willingness to self-learn and work in a fast-paced environment.
Benefits:
- Practical exposure to wealth management simulation.
- Hands-on experience with asset allocation using investment advisory tools.
- Enhanced presentation and communication skills.
- Knowledge of AI applications in finance.
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